华泰证券:维持联储9月-12月两次预防式降息的判断


Core Viewpoint - Huatai Securities maintains the judgment of two preventive interest rate cuts by the Federal Reserve in September and December [1] Economic Data Analysis - The non-farm payroll data for June exceeded expectations, leading to a decreased probability of a rate cut in July [1] - However, factors such as tariffs and slowed immigration are expected to negatively impact job growth in the third quarter [1]